Civic Intelligence

Upward Transitions Inc.

990 • Fiscal year 2022 • EIN 73-0590277

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 09, 2023

1134 W Main StOklahoma City, OK 73106-7847

(405) 232-5507

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

49th percentile

6.4%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$77,720

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-4.2%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,772,568

Up $39,520 (+2.3%) from 2021

Net Assets

Up

$1,742,664

Up $80,814 (+4.9%) from 2021

Liabilities

Down

$29,904

Down $41,294 (-58%) from 2021

Revenue

Down

$1,296,375

Down $56,723 (-4.2%) from 2021

Expenses

Down

$1,213,327

Down $81,120 (-6.3%) from 2021

Net Income

Up

$83,048

Up $24,397 (+42%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $971,862Liabilities 2011: $88,457Net Assets 2011: $883,4052011Assets 2012: $1,036,426Liabilities 2012: $84,770Net Assets 2012: $951,6562012Assets 2013: $1,779,329Liabilities 2013: $48,633Net Assets 2013: $1,730,6962013Assets 2014: $1,730,400Liabilities 2014: $32,077Net Assets 2014: $1,698,3232014Assets 2015: $1,761,430Liabilities 2015: $13,135Net Assets 2015: $1,748,2952015Assets 2016: $1,665,371Liabilities 2016: $7,604Net Assets 2016: $1,657,7672016Assets 2017: $1,708,664Liabilities 2017: $24,885Net Assets 2017: $1,683,7792017Assets 2018: $1,684,128Liabilities 2018: $41,879Net Assets 2018: $1,642,2492018Assets 2019: $1,576,993Liabilities 2019: $35,935Net Assets 2019: $1,541,0582019Assets 2020: $1,645,370Liabilities 2020: $130,055Net Assets 2020: $1,515,3152020Assets 2021: $1,733,048Liabilities 2021: $71,198Net Assets 2021: $1,661,8502021Assets 2022: $1,772,568Liabilities 2022: $29,904Net Assets 2022: $1,742,6642022Assets 2023: $2,057,555Liabilities 2023: $31,150Net Assets 2023: $2,026,4052023Assets 2024: $1,927,847Liabilities 2024: $24,841Net Assets 2024: $1,903,0062024Assets 2025: $1,948,632Liabilities 2025: $23,100Net Assets 2025: $1,925,5322025

Highlighted filing

2022

Assets$1,772,568
Liabilities$29,904
Net Assets$1,742,664

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $869,9252011Revenue 2012: $970,530Expenses 2012: $902,279Net Income 2012: $68,2512012Expenses 2013: $697,8142013Revenue 2014: $820,014Expenses 2014: $852,387Net Income 2014: -$32,3732014Revenue 2015: $1,128,292Expenses 2015: $1,078,320Net Income 2015: $49,9722015Revenue 2016: $932,171Expenses 2016: $1,022,079Net Income 2016: -$89,9082016Revenue 2017: $972,697Expenses 2017: $947,743Net Income 2017: $24,9542017Revenue 2018: $769,939Expenses 2018: $821,420Net Income 2018: -$51,4812018Revenue 2019: $816,045Expenses 2019: $808,037Net Income 2019: $8,0082019Revenue 2020: $930,978Expenses 2020: $961,583Net Income 2020: -$30,6052020Revenue 2021: $1,353,098Expenses 2021: $1,294,447Net Income 2021: $58,6512021Revenue 2022: $1,296,375Expenses 2022: $1,213,327Net Income 2022: $83,0482022Revenue 2023: $1,588,282Expenses 2023: $1,304,999Net Income 2023: $283,2832023Revenue 2024: $1,171,005Expenses 2024: $1,295,352Net Income 2024: -$124,3472024Revenue 2025: $1,159,752Expenses 2025: $1,138,292Net Income 2025: $21,4602025

Highlighted filing

2022

Revenue$1,296,375
Expenses$1,213,327
Net Income$83,048
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.2
Gross Receipts
$1,353,671
Mission and Program Overview

Mission

The agency fulfilled this mission by providing a hand up to 4,139 such persons in the okc metro area. Those helped included families and individuals receiving case management, transportation assistance, rent and utility assistance, emergency travel assistance due to domestic violence and human trafficking, and replacement/retrieval of legal documents like birth certificates and driver licenses needed for employment, housing, and public assistance. These forms of help made it possible for referred clients who are homeless or on the verge of becoming so to complete the programs of referral agencies and obtain and/or preserve their place called home. Our goal is to not only place them on a path to self-sufficiency but to place them on a path to sustainable self-sufficiency.

To prevent generational proverty through community collaboration, emergency relief and empowerment, therefore inspiring hope with our neighbors experiencing housing instability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$762,658$735,070▼ $27,588
Savings and Temporary Cash Investments$413,826$412,983▼ $843
Pledges and Grants Receivable$304,792$350,000▲ $45,208
Cash and Non-Interest-Bearing Accounts$212,163$137,512▼ $74,651
Accounts Receivable$21,278$121,448▲ $100,170
Investments Other Securities$12,835$10,601▼ $2,234
Prepaid Expenses and Deferred Charges$5,496$4,954▼ $542
Total Assets$1,733,048$1,772,568▲ $39,520
Liabilities
Accounts Payable and Accrued Expenses$68,305$29,904▼ $38,401
Escrow Account Liability$2,893$0▼ $2,893
Total Liabilities$71,198$29,904▼ $41,294
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,316,515$1,382,063▲ $65,548
Net Assets With Donor Restrictions$345,335$360,601▲ $15,266
Total Net Assets Fund Balance$1,661,850$1,742,664▲ $80,814
Total Liabilities and Net Assets / Fund Balance$1,733,048$1,772,568▲ $39,520

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$554,554$174,065$728,619
Land$150,591-$150,591
Equipment$29,925$36,819$66,744

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$12,835-▼ $2,234-$10,601
2020$10,516-▲ $7,584$5,265$12,835
2019$10,825-▲ $4,862$5,171$10,516
2018$123,372-▼ $109,199$3,348$10,825
2017$118,079-▲ $9,951$4,658$123,372
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Periann PulliamCEOFT$77,720$77,720

Board Members and Trustees

NameTitle
Steven CurryPast President
Bob LanePresident
Taylor FudgePresident Elect
Brandon KempVice President
A J SingerBoard Member
Amanda DigneyBoard Member
Andrea WeigBoard Member
Corey ColemanBoard Member
Dana GirouxBoard Member
Frank HintonBoard Member
Ginny EdwardsBoard Member
Kaitlyn RitchieBoard Member
Markie BergBoard Member
Matt HarpBoard Member
Meagan CarterBoard Member
Melanie RamseyerBoard Member
Mitch EnrightBoard Member
Roy GeorgeBoard Member
Simon BrightBoard Member
Giselle LeonSecretary
Melinda MeridethTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,241,213
Program Service Revenue
$1,826
Investment Income
$2,050
Other Revenue
$51,286
All Other Contributions
$323,114
Change in Net Assets
$83,048

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table9$6,013Actual Value of Dona
Other Non Cash Contri Table1$4,800Actual Value of Dona
Other Non Cash Contri Table3$4,629Actual Value of Dona
Other Non Cash Contri Table10$4,486Actual Value of Dona
Other Non Cash Contri Table5$3,554Actual Value of Dona
Works of Art3$3,167Actual Value of Donation
Other Non Cash Contri Table1$3,000Actual Value of Dona
Other Non Cash Contri Table26$2,766Actual Value of Dona
Other Non Cash Contri Table1$2,637Actual Value of Dona
Other Non Cash Contri Table4$2,436Actual Value of Dona
Other Non Cash Contri Table1$2,026Actual Value of Dona
Other Non Cash Contri Table12$1,747Actual Value of Dona
Other Non Cash Contri Table1$950Actual Value of Dona
Other Non Cash Contri Table5$760Actual Value of Dona
Other Non Cash Contri Table1$738Actual Value of Dona
Other Non Cash Contri Table1$500Actual Value of Dona
Other Non Cash Contri Table1$450Actual Value of Dona
Other Non Cash Contri Table1$362Actual Value of Dona
Other Non Cash Contri Table1$300Actual Value of Dona
Other Non Cash Contri Table1$260Actual Value of Dona
Other Non Cash Contri Table1$250Actual Value of Dona
Other Non Cash Contri Table1$200Actual Value of Dona
Other Non Cash Contri Table1$198Actual Value of Dona
Other Non Cash Contri Table1$130Actual Value of Dona
Other Non Cash Contri Table1$100Actual Value of Dona
Other Non Cash Contri Table1$100Actual Value of Dona
Other Non Cash Contri Table1$85Actual Value of Dona
Other Non Cash Contri Table1$75Actual Value of Dona
Other Non Cash Contri Table1$64Actual Value of Dona
Other Non Cash Contri Table1$50Actual Value of Dona
Other Non Cash Contri Table1$40Actual Value of Dona
Total Noncash Contributions99$46,873-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,294,549
Revenue Not Reported on Financial Statements
$1,826
Revenue Not Reported on Form 990
$-2,234
Other Revenue Adjustments
$1,826
Total Revenue per Audited Statements
$1,292,315
Total Revenue per Form 990
$1,296,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$541,861
Grants and Similar Amounts Paid$416,687
Other Expenses$254,779
Total Fundraising Expense$45,132
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$416,687--$416,687
Other Salaries and Wages$349,421$21,306-$370,727
Current Officers, Directors, Trustees, and Key Employees$50,224$25,873-$76,097
Other Employee Benefits$54,412$6,443-$60,855
Payroll Taxes$30,573$3,609-$34,182
Depreciation Depletion$22,071$5,517-$27,588
Office Expenses$12,710$8,738$1,664$23,112
Occupancy$17,893$4,551-$22,444
Fees for Services Accounting$14,595$3,649-$18,244
Information Technology$8,960$2,246$5,915$17,121
Insurance$13,616$3,404-$17,020
Other Expenses$5,053$4,897$12,868$12,868
Fees for Services Other$3,899$974-$4,873
All Other Expenses--$3,185$3,185
Total Functional Expenses$1,076,988$91,207$45,132$1,213,327

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,213,327
Expenses per Audited Statements$1,211,501
Total Expenses per Audited Statements$1,211,501
Expenses Not Reported on Financial Statements$1,826
Other Expense Adjustments$1,826
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,582
Fundraising Direct Expenses$57,296
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Campaign$111,261---
American Tourist Event$108,589$80,824$70,566$10,258
Total Events$219,850$80,824$70,566$10,258
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The finance committee will review the return and present to the board for final review and approval. The board president will sign the return after the board has reviewed and approved the return for filing.

Form 990, Part VI, Section B, Line 12C

Beginning in fy 16, board members and all employees were required annually to read upward transitions' conflict of interest policy and complete and sign the annual affirmation of compliance statement. The completed statements are on file at the ut office.

Form 990, Part VI, Section B, Line 15A

The chief executive officer's compensation is compared to salary surveys of other comparable organizations in the area and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

All governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Upward Transitions Inc
EIN
73-0590277
Phone
4052325507
Address
1134 W MAIN ST, OKLAHOMA CITY, OK 73106-7847

Signing Officer

Name
Taylor Fudge
Title
Board President
Phone
4052325507
Signed
2023-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Fudge
Formed
1927
Legal Domicile
Ok
Voting Board Members
21
Independent Board Members
21
Employees
14
Volunteers
150

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
Preparer
Dennis D Galyon
Phone
4055284000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

There have been no changes from the prior year in the processes of the finance committee for the oversight of the organization's monthly compilations or audit.

Financial Statement Notes

PART V, LINE 4:

Upward transitions, inc. Has a fund set up as an endowment at oklahoma city community foundation. Upward transitions has not placed restrictions or stated specific purposes for said funds other than to provide for future operations.

PART X, LINE 2:

Upward transitions has been determined not to be a private foundation under section 509(a) of the internal revenue code (the code) and is exempt from taxes under section 501(c)(3) of the code. It could be subject to taxation if it generates income unrelated to its exempt purpose, pursuant to the code.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Directly related revenue-advance funds collected 1,826.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Directly related revenue-advance funds collected 1,826.

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IRS990/ActivityOrMissionDesc0TO PREVENT GENERATIONAL PROVERTY THROUGH COMMUNITY COLLABORATION, EMERGENCY RELIEF AND EMPOWERMENT, THEREFORE INSPIRING HOPE WITH OUR NEIGHBORS EXPERIENCING HOUSING INSTABILITY.
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IRS990/Desc0COMMUNITY OUTREACH PROGRAM - THIS PROGRAM PROVIDED 3,292 PERSONS WITH TRANSPORTATION ASSISTANCE, GOVERNMENT APPROVED IDENTIFICATION CARDS/REPLACEMENT DRIVERS LICENSES, RENTAL ASSISTANCE AND UTILITY ASSISTANCE.TRANSPORTATION ASSISTANCE WAS PROVIDED TO THOSE WHO DO AND DO NOT OWN THEIR TRANSPORTATION. FOR THOSE WHO DO OWN THEIR OWN TRANSPORTATION AND CAN SHOW PROOF OF A DRIVER'S LICENSE AND AUTO INSURANCE, WE WILL ISSUE GAS CARDS FOR SOCIAL SERVICE AND MEDICAL APPOINTMENTS AND/OR THOSE WHO HAVE RECENTLY SECURED EMPLOYMENT AND REQUIRE ASSISTANCE TO PURCHASE FUEL UNTIL THEY RECEIVE THEIR FIRST PAYCHECK. GAS CARDS WERE ISSUED TO 23 CLIENTS DURING FY22. FOR THOSE WITHOUT THEIR OWN TRANSPORTATION, WE ISSUE BUS PASSES. BUS PASSES WERE ISSUED TO 413 CLIENTS FOR JOB INTERVIEWS, SOCIAL SERVICE AND MEDICAL APPOINTMENTS, AND TRANSPORTATION TO AND FROM WORK. TRANSPORTATION ASSISTANCE IS ALSO PROVIDED TO PERSONS WHO ARE STRANDED AND THOSE WHO ARE VICTIMS OF DOMESTIC VIOLENCE OR HUMAN TRAFFICKING. THOSE WITH THEIR OWN TRANSPORTATION ARE ISSUED GAS VOUCHERS AND THOSE WITHOUT ARE PROVIDED WITH BUS TICKETS TO THEIR DESTINATION; THEREBY RECONNECTING THEM WITH THEIR SUPPORT SYSTEMS.MANY OF THE CLIENTS SERVED COME TO UPWARD TRANSITIONS (UT) TO OBTAIN BIRTH CERTIFICATES OR GOVERNMENT IDENTIFICATION CREDENTIALS. SEVEN HUNDRED EIGHTY-NINE (789) BIRTH CERTIFICATES WERE ORDERED, 588 WERE RECEIVED AND 450 WERE PICKED UP BY CLIENTS; A 76.5% PICK UP RATE. ONE THOUSAND SEVENTY (1,070) GOVERNMENT IDENTIFICATION CARDS OR REPLACEMENT DRIVER LICENSES WERE AUTHORIZED AND 539 CLIENTS PICKED THEM UP; A 50.4% PICK UP RATE. THIS IS AN IMPORTANT FIRST STEP IN ACCESSING HOUSING ASSISTANCE, EMPLOYMENT, AND PUBLIC ASSISTANCE.UT'S RENTAL ASSISTANCE PROGRAM PAID THE FIRST MONTH'S RENT MAKING IT POSSIBLE FOR FOUR (4) HOUSEHOLDS WITH 9 PEOPLE TO OBTAIN HOUSING AND PAID PAST DUE RENT FOR 548 PEOPLE LIVING IN 178 HOUSEHOLDS TO HALT EVICTION. UT'S RENTAL DEPOSIT PROGRAM MADE IT POSSIBLE FOR 14 PEOPLE IN 5 HOUSEHOLDS TO OBTAIN PUBLIC HOUSING AND 185 PEOPLE IN 69 HOUSEHOLDS TO OBTAIN PRIVATE HOUSING. UT'S UTILITY ASSISTANCE PROGRAM PRESERVED OR RESTORED ELECTRICITY, GAS AND/OR WATER FOR 422 PEOPLE LIVING IN 143 HOUSEHOLDS.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB LANE
IRS990/Form990PartVIISectionAGrp/PersonNm1TAYLOR FUDGE
IRS990/Form990PartVIISectionAGrp/PersonNm2BRANDON KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm3MELINDA MERIDETH
IRS990/Form990PartVIISectionAGrp/PersonNm4GISELLE LEON
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVEN CURRY
IRS990/Form990PartVIISectionAGrp/PersonNm6MARKIE BERG
IRS990/Form990PartVIISectionAGrp/PersonNm7MEAGAN CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm8COREY COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9AMANDA DIGNEY
IRS990/Form990PartVIISectionAGrp/PersonNm10MATT HARP
IRS990/Form990PartVIISectionAGrp/PersonNm11SIMON BRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm12A J SINGER
IRS990/Form990PartVIISectionAGrp/PersonNm13GINNY EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm14ANDREA WEIG
IRS990/Form990PartVIISectionAGrp/PersonNm15PERIANN PULLIAM
IRS990/Form990PartVIISectionAGrp/PersonNm16MITCH ENRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm17ROY GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm18DANA GIROUX
IRS990/Form990PartVIISectionAGrp/PersonNm19FRANK HINTON
IRS990/Form990PartVIISectionAGrp/PersonNm20MELANIE RAMSEYER
IRS990/Form990PartVIISectionAGrp/PersonNm21KAITLYN RITCHIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1577720
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01927
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0139026
IRS990/FundraisingDirectExpensesAmt057296
IRS990/FundraisingGrossIncomeAmt0108582
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt0404424
IRS990/GrantAmt0416687
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0416687
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0416687
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01353671
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05915
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02246
IRS990/InformationTechnologyGrp/ProgramServicesAmt08960
IRS990/InformationTechnologyGrp/TotalAmt017121
IRS990/InsuranceGrp/ManagementAndGeneralAmt03404
IRS990/InsuranceGrp/ProgramServicesAmt013616
IRS990/InsuranceGrp/TotalAmt017020
IRS990/InvestmentIncomeGrp/ExclusionAmt02050
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02050
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012835
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010601
IRS990/IRPDocumentCnt083
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0210884
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0762658
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0735070
IRS990/LandBldgEquipCostOrOtherBssAmt0945954
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE AGENCY FULFILLED THIS MISSION BY PROVIDING A HAND UP TO 3,292 SUCH PERSONS IN THE OKC METRO AREA. THOSE HELPED INCLUDED FAMILIES AND INDIVIDUALS RECEIVING CASE MANAGEMENT, TRANSPORTATION ASSISTANCE, RENT AND UTILITY ASSISTANCE, EMERGENCY TRAVEL ASSISTANCE DUE TO DOMESTIC VIOLENCE AND HUMAN TRAFFICKING, AND REPLACEMENT/RETRIEVAL OF LEGAL DOCUMENTS LIKE BIRTH CERTIFICATES AND DRIVER LICENSES NEEDED FOR EMPLOYMENT, HOUSING, AND PUBLIC ASSISTANCE. THESE FORMS OF HELP MADE IT POSSIBLE FOR REFERRED CLIENTS WHO ARE HOMELESS OR ON THE VERGE OF BECOMING SO TO COMPLETE THE PROGRAMS OF REFERRAL AGENCIES AND OBTAIN AND/OR PRESERVE THEIR PLACE CALLED HOME. OUR GOAL IS TO NOT ONLY PLACE THEM ON A PATH TO SELF-SUFFICIENCY BUT TO PLACE THEM ON A PATH TO SUSTAINABLE SELF-SUFFICIENCY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01661850
IRS990/NetAssetsOrFundBalancesEOYAmt01742664
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt051286
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt051286
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2234
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01316515
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01382063
IRS990/NoncashContributionsAmt046873
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04551
IRS990/OccupancyGrp/ProgramServicesAmt017893
IRS990/OccupancyGrp/TotalAmt022444
IRS990/OfficeExpensesGrp/FundraisingAmt01664
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08738
IRS990/OfficeExpensesGrp/ProgramServicesAmt012710
IRS990/OfficeExpensesGrp/TotalAmt023112
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06443
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt054412
IRS990/OtherEmployeeBenefitsGrp/TotalAmt060855
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CONSULTANT
IRS990/OtherExpensesGrp/Desc3AUDIO VISUAL
IRS990/OtherExpensesGrp/FundraisingAmt08554
IRS990/OtherExpensesGrp/FundraisingAmt112946
IRS990/OtherExpensesGrp/FundraisingAmt212868
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04897
IRS990/OtherExpensesGrp/ProgramServicesAmt076874
IRS990/OtherExpensesGrp/ProgramServicesAmt15053
IRS990/OtherExpensesGrp/TotalAmt076874
IRS990/OtherExpensesGrp/TotalAmt118504
IRS990/OtherExpensesGrp/TotalAmt212946
IRS990/OtherExpensesGrp/TotalAmt312868
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021306
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0349421
IRS990/OtherSalariesAndWagesGrp/TotalAmt0370727
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03609
IRS990/PayrollTaxesGrp/ProgramServicesAmt030573
IRS990/PayrollTaxesGrp/TotalAmt034182
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0304792
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0350000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05496
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04954
IRS990/PrincipalOfficerNm0TAYLOR FUDGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM CLIENT REFUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01826
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01826
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAVELERS AID - THIS PROGRAM OPERATES INFORMATION BOOTHS ON THE LOWER AND UPPER LEVELS OF WILL ROGERS WORLD AIRPORT TO OFFER TRAVELERS FRIENDLY, PROMPT AND ACCURATE ASSISTANCE. UT RECRUITS AND TRAINS VOLUNTEERS TO PROVIDE VISITORS WITH GENERAL AIRPORT AND AREA INFORMATION; HELP VISITORS OBTAIN SOCIAL SERVICE ASSISTANCE INCLUDING TRANSPORTATION OR SHELTER FOR STRANDED TRAVELERS AND VICTIMS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING; AND AID VISITORS REQUIRING SPECIAL ASSISTANCE INCLUDING HEARING AND VISUAL IMPAIRMENT ASSISTANCE AND WHEELCHAIR ASSISTANCE. TYPICALLY, 23 VOLUNTEERS STAFF THE BOOTHS FROM 10AM TO 10PM 365 DAYS A YEAR, SPENDING 5,308 HOURS SERVING 95,628 VISITORS IN FY22.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt066285
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01270686
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0531698
IRS990/PYInvestmentIncomeAmt01129
IRS990/PYOtherExpensesAmt0260220
IRS990/PYOtherRevenueAmt080043
IRS990/PYProgramServiceRevenueAmt01240
IRS990/PYRevenuesLessExpensesAmt058651
IRS990/PYSalariesCompEmpBnftPaidAmt0502529
IRS990/PYTotalExpensesAmt01294447
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01353098
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt083048
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0374649
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01826
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0413826
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01129952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01211864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0840855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0724956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0649630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04557257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.93$1.16$1.14$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.02$1.90$1.17$1.30$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.03$2.03$1.59$1.30$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.03$1.74$1.30$1.21$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.07$1.66$1.35$1.29$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.13$1.52$0.93$0.96$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.54$0.82$0.81$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.64$0.77$0.82$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.68$0.97$0.95$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.93$1.02$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$1.13$1.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.03$1.70$0.82$0.85$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.05$1.73$0.70
2012Summary only. Only limited summary data is available for this year.$1.04$0.08$0.95$0.97$0.90$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.09$0.88$0.87